ROCH Labs

Debunking the $50 Trillion Physical AI Market: What’s Real and What’s Not

If you’re considering investing or just curious about the industry’s true potential, this post will equip you with the knowledge to distinguish fact…

Jun 23 • Rohit Chauhan

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Agent-First: The Full Stack for Building a Multi-LLM Research Studio That Runs Itself

TL;DR In this article, I’ve captured my 3 months of real experience building agentic workflows for my crypto and equity research work

Jun 10 • Rohit Chauhan

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State of Physical AI 2026: The robots are coming, but not the way you think

The sector is real. The volume and the margin accrue to China. The only defensible long is a narrow set of chokepoints bought on weakness, not the…

Jun 9 • Rohit Chauhan

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You Cannot Borrow Conviction

What I took away from 90 minutes with Alessandro (247 Research, Crypto Banter) - we discuss BTC, VVV, RWAs and more. MUST WATCH.

Jun 3 • Rohit Chauhan

May 2026

The QCOM Setup: Why Edge Inference is the key, and what makes QCOM so special

A supply chain scoop, a $45B automotive pipeline, and 39 analyst desks still running a 2022 model.*

May 26 • Rohit Chauhan

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The Onchain Inference Trade

The inference cycle is running. Decentralized providers have carved moats in the three places Web2 cannot go.

May 22 • Rohit Chauhan

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How I Structure Every Research Note (And Why Most Investment Research Is Theater)

Most investment research is written for engagement, not accountability.

May 15 • Rohit Chauhan

March 2026

Tether AI: The Genius of Low-Rank Adapation or LoRA

Tether's QVAC Fabric dropped today: the world's first cross-platform BitNet + LoRA Framework

Mar 17 • Rohit Chauhan

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The Wattage Waterfall of Compute

A single GB200 NVL72 rack draws ~120kW. A standard office building draws ~50-100kW. One AI training rack consumes more power than the entire building…

Mar 5 • Rohit Chauhan

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February 2026

The Physics Behind the AI Trade

Why Thermodynamics, Not Narratives, Decides Where Value Accrues in the AI Trade

Feb 27 • Rohit Chauhan

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